US invoicing, outreach law and 1099 payouts.
The invoicing is built: named sales-tax rates you define, snapshotted on every invoice, terms presets with a net-7 nudge, USD by default — alongside CAN-SPAM / TCPA / CCPA consent, per-state quiet hours and 1099-ready partner statements. The US is in early access — sign up now and pick your region under Profile → Business details.
You already know the pain.
US outreach law is a patchwork.
CAN-SPAM for email, TCPA and quiet-hours for SMS, CCPA/CPRA do-not-sell for California — hard to honor by hand.
Affiliate payouts need 1099s.
You must collect tax IDs and produce the right numbers for your accountant at year-end.
Your CRM never sees the cash.
HubSpot and Salesforce stop at the deal and cost per seat.
What Finocket does for you.
Sales tax, your rates
Define named tax rates — 'NY State 4%', 'Austin combined' — and apply them per invoice. The rate is snapshotted on the invoice, so totals never drift. These are rates you define, not automated tax lookup.
Terms presets with a net-7 nudge
Due on receipt, net 7, 15, 30 — one tap, with a nudge toward shorter terms because studies report they get paid sooner. USD by default.
CAN-SPAM email
Physical address, sender identity and one-click unsubscribe on every send — from the chokepoint.
TCPA SMS + quiet-hours
Quiet-hours enforcement built into the send chokepoint — federal default with stricter FL/OK/WA/TX windows, worked out from each recipient's state and local time, and blocked when the local time can't be verified. The SMS channel itself ships after carrier A2P 10DLC approval.
CCPA do-not-sell
A consumer do-not-sell/share opt-out and a tenant posture toggle, honored in exports.
1099-ready statements
Partner statements carry each partner's US tax ID so your accountant can file 1099s.
Money-aware CRM
The pipeline that sees the payment — collected revenue, not booked hope, without per-seat pricing.
API, webhooks & MCP
A REST API, signed webhooks and an MCP endpoint for AI agents.